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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,795 | $117,829+162.9% | $102,423+202.5% | $145,877+112.4% |
| Participation rate | 23.8% | 78.6%-54.8pp | 76.5%-52.7pp | 80.3%-56.5pp |
| Annual return | 9.95% | 31.83%-21.9pp | 29.42%-19.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,244 | $3,615-65.6% | $3,023-58.9% | $4,663-73.3% |
| Participant deferral / active EE | $3,305 | $5,732-42.3% | $5,054-34.6% | $6,691-50.6% |
| Admin fee / account holder | $1,764 | $13,335-86.8% | $9,455-81.3% | $13,402-86.8% |